Convergent Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$4.87M Buy
+73,534
New +$4.87M 1.1% 15
2015
Q2
Sell
-29,870
Closed -$2.17M 47
2015
Q1
$2.17M Buy
+29,870
New +$2.17M 0.33% 23